Asset Planning Services Inc’s Du Pont De Nemours E I DD Stock Holding History

Asset Planning Services Inc’s Portfolio DD Stock Details DD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-27,639	Closed	-$1.77M	–	40
2019 Q4	$1.77M	Buy	27,639 +3,934	+17%	+$253K	1.13%	29
2019 Q3	$1.69M	Sell	23,705 -1,854	-7%	-$132K	1.1%	30
2019 Q2	$1.92M	Buy	+25,559	New	+$1.92M	1.25%	30
2017 Q3	–	Sell	-53,701	Closed	-$4.33M	–	34
2017 Q2	$4.33M	Buy	53,701 +1,150	+2%	+$91.9K	3.64%	6
2017 Q1	$4.22M	Buy	52,551 +900	+2%	+$69.9K	3.58%	8
2016 Q4	$3.79M	Buy	+51,651	New	+$3.67M	3.56%	12

Other funds holding DD

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

BCCM

Bridge Creek Capital Management West Barnstable, Massachusetts $360M AUM 16.27% 1-Year Est. Return

Cullinan Associates Louisville, Kentucky $1.24B AUM 28.12% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

GAMC

Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return

MVA

Mount Vernon Associates Baltimore, Maryland $153M AUM 34.88% 1-Year Est. Return

Asset Planning Services Inc's DD Position: Q1 2020 in Review

Asset Planning Services Inc sold out of Du Pont De Nemours E I (DD) in Q1 2020, closing a stake of 27,639 shares — an estimated $1.77M sold.

Asset Planning Services Inc first reported a position in DD in Q4 2016 and held it in 6 quarters. The position peaked at $4.33M in Q2 2017. 18 funds tracked by Wall St. Rank hold DD as of Q1 2020.

Asset Planning Services Inc reported no remaining Du Pont De Nemours E I position as of Q1 2020 after selling out during the quarter.
Asset Planning Services Inc sold 27,639 Du Pont De Nemours E I shares in Q1 2020, an estimated $1.77M.
Asset Planning Services Inc first reported a position in Du Pont De Nemours E I in Q4 2016 and held it in 6 quarters.
Asset Planning Services Inc's Du Pont De Nemours E I position peaked at $4.33M in Q2 2017.
18 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q1 2020.

Based on Asset Planning Services Inc's 13F filing for Q1 2020, filed 16 Apr 2020.